20VC: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta | How to Play AI in the Public Markets | China & Europe: Is the Future Bleak | The Opportunity for Crossover Funds with Jeff Wang, Managing Partner @ SCGE
In this podcast episode, Jeff Wang shares his journey at Sequoia Capital Global Equities, shedding light on the firm's development and distinctive long-short investment strategy. He highlights the importance of long-term thinking and disciplined risk management, especially during market shifts, and underscores the role of data-driven analysis in making investment choices. Jeff reflects on key events like the 2016 re-establishment of SCGE, illustrating the resilience needed to overcome challenges and leverage strengths. He also talks about private market investments and the emerging AI landscape, pointing out both opportunities and risks. He wraps up with personal insights on life choices, emphasizing the often-overlooked value of pursuing passions beyond finance.
